Customer Contracts and Entitlements reference › Configure › price › quote › Reference › Sales Customer Relationship Management

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Entitlement form

The Entitlement form can be used to create entitlements in Customer Contracts and Entitlements.

Field	Description
Name	The name of the entitlement.
Product	The product associated with the entitlement.
Contract	The internal unique identification number that is generated when the customer contract is created. This number isn’t editable.
Account	The name of the account associated with this contract.Note: A customer contract can be associated with either an account or a consumer. An account can be created if no account is found by selecting New on the Accounts form. For more information on the fields in the Account form, see Account form.
Location	The service or installation location.
Product specification	The product specification that is mapped to the sold product.Note: Configure this field manually on the entitlement form using form layout.
Consumer	The name of the consumer associated with this contract.Note: If no consumer record is found, you can create a consumer and add it to the customer contract. For more information, see Create a consumer record.
Customer contract line	The name of the related customer contract line.
State	The current state of the entitlement:- Draft - Active - Expired - Canceled - Suspended Note: The state of the entitlement is inherited from its parent contract line.
Start date	The entitlement activation date.
End date	The date when the entitlement ends.
Sold entitlement	The name of the sold product that is added to the entitlement.Note: If the entitlement is created manually, this field remains read-only. The field must have the same state as its related entitlement. The field becomes invalid when entitlements are created via integration.
Product offer	The product offering that is mapped to the order line item.
Renewal root	An entitlement can be renewed multiple times. Renewal root refers the entitlement reference of the first or base service entitlement.
Renewed from	An entitlement can be renewed multiple times. Renewed from field refers to the previous entitlement that was renewed.

You can see the pricing information on an entitlement for subscription contracts that helps you in reviewing your contract information.


Term \(Months\)	Validity period of having access to the service or product.
Subscription Start Date	Start date of the contract subscription.
Subscription End Date	End date of the contract subscription.
Price List	Price list associated for servicing the product.
Unit net price	The price for each unit within the product offering. The net price of a single unit of the sold product.
Pricing method	The pricing method for the selected sold product. It can be one-time or recurring. One-time pricing charges one fee for the product offering. Recurring pricing lets you set the pricing periodicity.
Periodicity	The frequency of the pricing method. It can be monthly, quarterly, semiannually, or annually.This field becomes valid only when the method in the Pricing method field is a recurring payment.
One Time Price	Represents one-time charges to be paid for the product or service.
Monthly Recurring Price	Represents the price that the customer is supposed to pay monthly during usage of the product.
Annual Recurring Price	Represents the price to pay annually during usage of the product.
Cumulative one-time price	Represents one-time charges to be paid for the parent line and all the child line items.
Cumulative monthly recurring price	Represents monthly price for the parent line and all the child line items
Cumulative annual recurring price	Represents annual price for the parent line and all the child line items.
Cumulative net price	Represents the total price of the contract line by calculating the roll-up amount of all root lines.

Parent Topic:Customer Contracts and Entitlements reference